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UTI Capital Protection Oriented Scheme Series VIII-III (1281 Days) - Direct Plan - Dividend Option

UTI · Sectoral
Very High
₹10.00
Current NAV
13 Apr 2020
-15.6%
1Y Return
-1.4%
3Y CAGR
16.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.65%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.25).
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
0.75
Sharpe Ratio
1.25
Beta
6.25
Alpha
1.01
Sortino
Fund Details
Fund House UTI
Category Sectoral
AUM ₹7800 Cr
Expense Ratio 0.65%
Min SIP ₹500
Min Lumpsum ₹1000
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